This comprehensive guide aims to provide step-by-step instructions, accompanied by interactive visuals, to empower clients in mastering work and task reassignment in Karbon.
Reassigning Work Items:
Navigate to Work Items: Access the "Work" section within Karbon.
Select Work Item: Choose the specific work item you wish to reassign.
Click on Assigned To: Locate the "Assigned To" section within the work header and click on the current assignee's name.
Choose New Assignee: Select the desired team member from the dropdown menu.
Confirm Changes: Save the changes to finalize the reassignment.
Optional: Add Comments: Provide contextual information or instructions regarding the reassignment, if necessary.
Reassigning Tasks via Kanban Board:
Access Kanban Board: Navigate to the Kanban board view within the Work view.
Locate Work Card: Identify the work card representing the work item you intend to reassign.
Drag and Drop: Click and drag the task card to the column corresponding to the new assignee/team.
Confirm Reassignment: Release the card in the designated column to confirm the reassignment.
Optional: Add Comments: Provide contextual information or instructions regarding the reassignment, if necessary.
Benefits of Work and Task Reassignment in Karbon:
Flexibility: Clients can easily reallocate tasks to accommodate changes in workload or resource availability.
Collaboration: Seamless reassignment fosters collaboration and ensures tasks are efficiently managed across teams.
Transparency: Clear visibility into task reassignments enhances accountability and transparency within the organization.
Productivity: By optimizing resource allocation, Karbon helps maximize productivity and project efficiency.
Further Reading 📖